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Derek Lennon
Arthur Aron
Manon Thibodeau
Paul Lalonde

Address
2828 Boul. Laurier
Bureau 380
Québec, QC
G1V 0B9
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Publications

Tax Planning Strategies
Tax Tips For Investors
Knowing how the tax rules affect your investments is essential. Tax strategies that you should consider such as income splitting, charitable giving and estate planning.
Federal Budget Review
A summary of the annual Canadian Federal Budget and its implications on personal income tax measures.
Year-End Tax Planning Tips
While tax planning should be a year-round activity, this publication outlines some tax planning opportunities that may help you reduce your tax bill for the current year.
Managing Your Wealth
BMO Wealth Institute Report
They say it’s better to give than to receive. Judging by their actions, Canadians are big believers in that concept, with an overwhelming majority making financial donations to worthy causes. Not only does it make them feel good, it may also yield favourable tax incentives. Nevertheless, charitable giving in Canada is waning.
Research
Rates Scenario
Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts.
Equity Research Strengths & Distinctions
Our goal is to be a leader in investment research, providing investors with insight and actionable money-making investment ideas.
Economic and Market Updates
Global Equity Weekly
A look at what happened in the equity markets over the past week and an update on the earnings reports.
Fixed Income Strategy
Strategic commentary on fixed income and an overview of fixed income markets.
The Goods
A Monthly Commodity Watch-Tracks BMO Capital Market's Commodity Price Index and provides commentary and forecasts.
Portfolio Strategy
Strategic commentary and an overview of financial markets.